Profit Sharing · DOL Form 5500 · 2022
Milestone Retirement Communities Profit Sharing Plan
Data updated 2026-08-11
- $5M
- Total assets
- 1,224
- Participants
- 50th
- Percentile by assets
- $3,976
- Avg per participant
Official DOL plan name: Milestone Retirement Communities 401(k) Plan · Sponsored by Milestone Retirement Communities · Washington · Healthcare & Social Assistance
$5M in assets, 1,224 participants
Milestone Retirement Communities's Milestone Retirement Communities 401(k) Plan reported $5M in total assets and 1,224 participants in its 2022 DOL Form 5500 filing, ranking in the 50th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 50th percentile by assets (of 139,126 plans)
- #11,140 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Milestone Retirement Communities 401(k) Plan declined sharply 27.8% in 2022 ($7M → $5M) for 1,224 participants.
- $5M
- total plan assets (2022 EOY)
- 1,224
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $3,976
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Milestone Retirement Communities 401(k) Plan
Year over year, total assets declined sharply from $7M at the start of 2022 to $5M at year-end (down 27.8%). Net assets closed at $5M; reported net income -$2M.
Milestone Retirement Communities years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,224 | $5M |
| 2023 | 1 | 980 | $5M |
| 2024 | 1 | 722 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 814756997 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Milestone Retirement Communities 401(k) Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
- Itron, Inc. Incentive Savings Plan $494M · 2,596
- Bill & Melinda Gates Foundation Sharing Retirement Plan $468M · 1,613
- SEIU 775 Secure Retirement Plan $284M · 73,362
- Western Washington Painters Defined Contribution Pension Plan $246M · 1,639
- Peacehealth Southwest Medical Center Employer Contribution Plan $173M · 3,089
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Milestone Retirement Communities 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Milestone Retirement Communities 401(k) Plan assets move in 2022? ▼
How have Milestone Retirement Communities plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Milestone Retirement Communities 401(k) Plan? ▼
Next read for Milestone Retirement Communities 401(k) …
2022 change
Ways to act on Milestone Retirement Communities 401(k) Plan's numbers.
- By total assets, Milestone Retirement Communities 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Washington. Compare plans
- Milestone Retirement Communities's sponsor-wide assets have grown 7.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans